HomeMy WebLinkAbout12-05-06
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IN THE COURT OF COMM N PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
RPHANS' COURT DIVISION
IN RE: Benjamin F. Sim ,
a minor
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ORDER FOR APPOINTMENT OF CO-GUARDIANS :;~;.~~~ ~
FOR THE ESTA E OF A MINOR OVER AGE FOURTEE~g~ ~
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AND NOW, this ~... day of ')~ ,20 Ota, upon considera~
of the within Petition duly pre ented to this Court and the Minor having made the choice
of Deborah W. Sims and Mild ed J. Weibeski as his Guardians, IT IS HEREBY ORDERED
AND DECREED that Deborah . Sims and Mildred J. Weibeski, are appointed Co-
Guardians of the Estate of Be jamin J. Sims, a minor. In lieu of the entry of security,
the Co-Guardians are authoriz d and ordered and directed to invest the funds belonging
to the above named minor as ollows:
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1.
All monies payable to the Minor, or to the Minor's Estate including, but not
limited, to the Minor's mterest in the Estate of Ronald Carroll Sims, a/k/a Ronald
C. Sims, (SSN: 376-48 2299) the Minor's deceased father, any death benefits
payable to the Minor un er any life insurance policy on the life of the said Ronald
Carroll Sims, any sto k savings program of the said Ronald Carroll Sims,
designating the Minor a a beneficiary, and any and all other funds payable to the
Minor as a result of or rising out of the death of the said Ronald Carroll Sims,
together with any and II interest earned thereon to the date of receipt, shall be
.deposited with a federally insured bank in a savings account, certificate of
deposit or other inter st bearing account, or any combination thereof, in the
name of the Guardians tf the Estate of Benjamin F. Sims, ("the Accounts"), to be
marked as hereinafter firected.
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The Accounts to be estiblished pursuant to Paragraph 1 shall be marked: "Not to
2.
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be withdrawn, assigned, negotiated or otherwise alienated before April 16, 2009,
the date of the Minor' 18th birthday, except for payment of state and federal
income taxes on the in erest earned by the Minor's estate, and tax preparation
fees for such returns 0 upon Order of Court. "
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Evidence of the establlishment of the Accounts, marked as directed, shall be
produced to the Court for inspection and approval immediately upon receipt by
the Guardians.
3.
4.
The Guardians are fu ther authorized and directed to deposit the interest
received from the inve tment under Paragraph 1 in the Accounts.
The Guardians are aut orized to make withdrawals from the Accounts for the
limited purpose of pay ent of any and all taxes and tax preparation fees arising
out of the holding of t e Accounts and the interest or income derived from the
investment thereof. 0 other withdrawals may be made from the accounts
except upon further Or er of Court.
5.
The financial institutio , bank or savings institution with whom the Accounts are
held may pay over the i vestments as provided in Paragraph 1 to the Minor when
the Minor attains his m jority on April 16, 2009, upon the order of the Guardians
and the late Minor, wit out further Order of Court.
6.
BY THE COURT:
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Prepared By:
Diane G. Radcliff, Esquire
3448 Trindle Road
Camp Hill, PA 17011
Supreme Court 10 # 32112
Phone: 717-737-0100
Fax: 717-975-0697
Email: dianeradcliff@comcast.net
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IN THE COURT OF cOMhoN PLEAS OF CUMBERLAND COUNTY, PE~NSYLVANtA
nT'ORPHANS' COURT DIVISION
IN RE: Benjamin F. Sim~,
a minor
NO. ~ \ -Olo - \ OLt9
PETITION FOR APPOINTMENT OF GUARDIAN OF THE ESTATE
OF A MI OR OVER THE AGE OF FOURTEEN
PURSUANT 0 20 PA.CONS.STAT. SECTION 5111
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
The Petition of Debar h W. Sims respectfully represents that:
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1. Benjamin F. Sims (here fter the "Minor") is a minor, age 15, born on April 16, 1991,
and residing at 1222 Ki gs Circle, Mechanicsburg, PA 17050 with his mother and sole
surviving parent, Debo ah W. Sims.
2. The sole surviving par nt of the Minor is Deborah W. Sims residing at 1222 Kings
Circle, Mechanicsburg, Cumberland County, PA 17050.
3. The Minor's father, Ron ld Carroll Sims, a/k/a Ronald C. Sims, died on September 16,
2006. A copy of his de th certificate is attached hereto, marked Exhibit" A" .
4. The appointment of a g ardian for the Estate of the Minor is necessary for the reason
that the Minor has no l gally appointed guardian for his estate and is entitled to the
payment of substantial sums as the result of the death of his father, Ronald Carroll
Sims.
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5. The proposed Co-Guar ians are:
a. Deborah W. Sim , an adult individual over the age of 18, and who resides at
1222 Kings Circl , Mechanicsburg, Cumberland County, PA 17050, and is the
mother of the M nor; and,
b. Mildred J. Weib eki, an adult individual over the age of 18 and an and who
resides at 10440 Wine Palm Road, Unit 5612, Fort Myers, FL 33912, and who is
the grandmothe of the Minor.
"B" .
6. The acceptances of the proposed Guardians are attached hereto and marked Exhibit
7. The Consent of the Min r is attached hereto and marked Exhibit "e".
8. The proposed Co-Gua dians have no interest adverse to the Minor and are not
fiduciaries or officers r employees of any corporate fiduciary of an estate in which
the Minor has an inter st nor the surety or an officer or employee of the corporate
surety of such fiduciar .
9. The following is an it mization of the assets of the Estate of the Minor, their
location, approximate alue and income, if any:
a. One third inte est in the Estate of Ronald Carroll Sims, having an
undetermined v lue but including at a minimum a Morgan Stanley account
having an estim ted value of $160,000 and unliquidated damages arising out
of a vehicular ac ident which resulted in the death of the said Ronald Carroll
Sims;
b. Ronald Carroll S ms' GM Stock Savings Plan having an approximate value of
$47,000 which p an designated the Minor as the death beneficiary thereof;
c. The death benef ts payable under the Met Life life insurance policy on the life
of Ronald Carroll Sims, the total death benefits for which are estimated at
$72,000, and for which the Minor is designated as the 10% death beneficiary
thereof.
10.
No Notice is required tq be given to the U.S. Veterans Administration as required by
Supreme Court Rule 12,5(10)
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WHEREFORE, your Pet tioners respectfully requests this Honorable Court to appoint
Deborah W. Sims and Mildre J. Weibeski as Co-Guardians of the Estate of Benjamin F.
Sims.
Respectfully submitted,
DCLlFF, ESQUIRE
e Road
Camp Hill, PA 17011
Telephone: (717) 737-0100
Fax: (717) 975-0697
Supreme Court ID No. 32112
Attorney for Petitioner
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VERIFICATION
Deborah W. Sims verifies hat the statements made in this Petition are true and correct.
She understands that false state ents herein are made subject to the penalties of 18 Pa.C.S.
Section 4904, relating to unswol falsification to authorities.
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DEBORAH W. SIMS
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EXHIBIT "A"
DEATH CERTIFICATE FOR RONALD CARROLL SIMS
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I, Mary Ellen Graver, Clerk of the City of Royal oa" Oakland County. Michigan, do hereby certify that the foregoing is a true copy of the record now remaining in my office.
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t Mary Ellen Graver, City Clerk
. . ., City of Royal Oak, Michigan
This c~p is not ~~I~d unl~.~~_?I~~a~tng, e~bo~~e~ seal and registrar signature.
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EXHIBIT "B"
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CONSEtT OF PROPOSED GUARDIAN
I, Mildred J. Weibeski, hereby consent to act as Guardian of the Estate of Benjamin F. Sims,
the Minor. I hereby represent that:
. I reside at 10440 wjne Palm Road, Unit 5612, Fort Myers, FL33912.
. I am a citizen of the United States and can speak, read, and write the English
language. I
. I am not the fiducia!y or the officer or employee of any corporate fiduciary of the
estate in which the minor has an interest or the surety or office or employee of
the corporate suretr of such fiduciary.
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. I have no interest a~verse to the Minor.
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MILDRED J. WEIB~KI, Proposed Guardian
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EXHIBIT "B"
CONSE T OF PROPOSED GUARDIAN
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I, Deborah W. Sims, hereby con ent to act as Guardian of the Estate of Benjamin F. Sims, a
minor. I hereby represent that:
. I reside at 1222 Kin s Circle, Mechanicsburg, PA 17050.
. I am a citizen of tie United States and can speak, read, and write the English
language.
. I am not the fiducia y or the officer or employee of any corporate fiduciary of the
estate in which the minor has an interest or the surety or office or employee of
the corporate sure y of such fiduciary.
. I have no interest dverse to the minor.
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DEBORAH W. SIMS, Proposed Guardian
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EXHIBIT "C
kONSENT OF MINOR
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I, Benjamin F. Sims, hereby co~sent to appointment of Deborah W. Sims and Mildred J.
Weibeski as the Guardian of th~ Estate of Benjamin F. Sims, the Minor. 1 hereby represent
that: I
. I reside at 1222 Kin~s Circle, Mechanicsburg, PA 17050.
I
. I am a citizen of t~e United States and can speak, read, and write the English
language. !
.
1 am age 15, born or April 16, 1991
The said Deborah I W. Sims and Mildred J. Weibeski are my mother and
grandmother respeqtively and have no interest adverse to me.
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BENJAMIN F. SIMS, the Minor
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1
In Re: BENJAMIN F SIMS, A MINOR
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-06-1049
CE*TIFICATE OF SERVICE OF ORDER
ORDER DATE: 12-04-06
JUDGE'S INITIALS: KAH
TIME STAMP DATE: 12-05-06
IN RE: ORDER FOR POINTMENT OF CO-GUARDIANS FOR THE ESTATE OF A MINOR
OVER AGE FOURTEEN
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METHOD OF MAILING:
ENVELOPES PROVIDED BY:
[8J USPS
DRRR
D HAND DELIVERED
D OTHER_
[8J PETITIONER
D JUDGE
D CLERK OF ORPHANS COURT
MAILED: 12-05-06
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SERVICE TO:
METHOD OF MAILING:
ENVELOPES PROVIDED BY:
D USPS
DRRR
D HAND DELIVERED
D OTHER_
D PETITIONER
D JUDGE
D CLERK OF ORPHANS COURT
MAILED:
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Dep y
Clerk of Orphans' Court